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Market uncertainty continues and tax rate increases are on the horizon. In this environment, there is opportunity to add value by considering tax-smart strategies for changing conditions. Nuveen invests in a range of tax-efficient asset classes and vehicles to help maximize after-tax outcomes and advance financial goals. Leverage our resources to address the current landscape and to learn more about the benefits of tax-efficient investing.
With diverse expertise across income and alternatives, we invest in the growth of businesses, real estate, infrastructure, farmland and forests to help make an enduring impact on our world.
Taxable equivalent yields help investors compare the potential returns of a taxable investment versus a tax-advantaged investment, such as a municipal bond fund. Use our tax tables to determine taxable equivalent yields based on your state and federal tax rates.
| RESOURCE | LOCATION |
|---|---|
| 2024 taxable equivalent yield table | National |
| 2024 taxable equivalent yield table for California | California |
| 2024 taxable equivalent yield table for Massachusetts | Massachusetts |
| 2024 taxable equivalent yield table for Minnesota | Minnesota |
| 2024 taxable equivalent yield table for New Jersey | New Jersey |
| 2024 taxable equivalent yield table for North Carolina | North Carolina |
| 2024 taxable equivalent yield table for New York State and City | New York City/State |
| 2024 taxable equivalent yield table for New York State | New York State Only |
| 2024 taxable equivalent yield table for Ohio | Ohio |
| 2024 taxable equivalent yield table for Pennsylvania | Pennsylvania |
Neither Nuveen nor any of its affiliates or their employees provide legal or tax advice. Please consult with your personal legal or tax advisor regarding your personal circumstances.
Tax rates and IRS regulations are subject to change at any time, which could materially affect the information provided herein.
Important information on risk
Past performance is no guarantee of future results. All investments carry a certain degree of risk including, the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that investment objectives will be achieved.
An investment in any municipal portfolio should be made with an understanding of the risks involved in investing in municipal bonds, such as interest rate risk, credit risk, and market risk. The value of the portfolio will fluctuate based on the value of the underlying securities. If sold prior to maturity, municipal securities are subject to gain/losses based on the level of interest rates, market conditions and the credit quality of the issuer. Income may be subject to the alternative minimum tax (AMT) and/or state and local taxes, based on the investor’s state of residence. Income from municipal bonds held by a portfolio could be declared taxable because of unfavorable changes in tax laws, adverse interpretations by the Internal Revenue Service or state tax authorities, or noncompliant conduct of a bond issuer. Some income may be subject to state and local taxes and to the federal alternative minimum tax. Capital gains, if any, are subject to tax. Please contact a tax advisor regarding the suitability of tax-exempt investments in your portfolio. Nuveen and its investment specialists do not provide tax advice.
Clients should contact their tax advisor regarding the suitability of tax-exempt investments in their portfolio. If sold prior to maturity, municipal securities are subject to gain/losses based on the level of interest rates, market conditions and the credit quality of the issuer. Income may be subject to the alternative minimum tax (AMT) and/or state and local taxes, based on state of residence.
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